UBS (Lux) Equity SICAV - Global High Dividend Sustainable (USD) (CHF hedged) I-X-acc
ISIN LU0678866319 / Valor 13850333
UBS (Lux) Equity SICAV - Global High Dividend Sustainable (USD) (CHF hedged) I-X-acc
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General Objective
The fund is an actively managed equity fund that invests in companies globally with a high dividend yield. It focuses on quality factors to exclude low-quality stocks and aims to provide high diversification with low single stock weightings and diversified country and sector allocations.
Fund Exposure
The fund is exposed to various sectors, with a significant portion invested in Financials, Information Technology, Energy, Consumer Staples, and Utilities. Geographically, the fund has exposure to the United States, Japan, Taiwan, Italy, China, France, United Kingdom, Germany, Switzerland, and other countries.
Risks
The fund carries typical equity risk characteristics and is designed for risk-tolerant investors. While local currency risks are largely hedged versus USD, investors should be aware of the risk and volatility associated with equity investments. The fund's strategy is based on a quantitative model, and it is classified as a Sustainability Focus Fund, promoting environmental and social characteristics in accordance with SFDR Article 8.
Source
https://www.ubs.com/ch/de/assetmanagement/funds/asset-class/lu2049076412-ubs-global-high-dividend-sustainable-equity-fund-usd-ql-mdist-pd001.html
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